Point of Sale (POS) refers to the place where a retail transaction is completed. It is the point where a customer pays for goods or services and receives a receipt for the purchase. A POS system typically includes hardware (like a cash register, barcode scanner, receipt printer, and card payment terminal) and software to manage sales, inventory, customer data, and various other aspects of retail operations.
Odoo is a comprehensive open-source ERP platform that includes a robust POS module. The Odoo POS system integrates seamlessly with other Odoo modules like Inventory, Accounting, and CRM, providing a unified platform to manage all aspects of retail operations.
so when we click on new session it shows one pop up meniu which is Opening Cash Control
Here we need to set up starting cash balance with notes
Adding Products to Cart:
Adjusting Quantities and Prices:
Assigning a Customer:
Processing Payment:
Handling Refunds and Returns:
Adding Notes or Converting to Orders:
Also we can handle orders, cash in/out, hide product images, hide category images also backend and to close session click on close session.
From POS Shop cofiguration
Here from settings we can manage Restaurant mode.
For payment
we can manage payment methods
To automatically validates orders paid with a payment terminal.
Cash rounding
Tips (Accept customer tips or convert their change to a tip)
Set maximum difference means
Let's say you set the maximum difference in payments to $0.50. Here’s how it works in practice:
Total Due: $20.00
Cash Received: $19.75
In this case, the difference is $0.25, which is within the acceptable threshold of $0.50. The POS system will accept the payment without any issues.
Here in POS Sessions we can check who has opened an session for particular POS in that we can get information opening data closing data and status of that session
When you create a new session it generates Session ID for that POS and it store the data like what is opening date & time of that session, closing date & time of that session and name of that cashier who has opened the session.
Here how it looks when you open particular session
Here you can check how many orders you have done today and in which payment method how many money you received.
Here we can see which payment method is used for which point of sale
How it looks, when we try create new payment method.
When you select online payment it shows one extra field which is all available providers from these we can select payment provider like stripe, razorpay, paypal etc. for testing purpose they have provided one demo provider.
Example:Configuring Stripe as a payment terminal in Odoo for the POS (Point of Sale) system involves a series of steps. This integration allows you to accept credit card payments directly through the Stripe terminal in your Odoo POS interface. Here’s a detailed guide to help you through the process:
First, you need to install the necessary modules in Odoo to support Stripe integration.
You need to retrieve your API keys from your Stripe account.
Go to the Invoicing/Accounting module:
Invoicing or Accounting > Configuration > Payment Acquirers.Create to add a new payment acquirer.Stripe as the provider.Enter the Stripe API Keys:
Save and Enable the Stripe Acquirer:
Save.Publish to enable the Stripe payment acquirer.Go to the Point of Sale module:
Point of Sale > Configuration > Point of Sale.Enable Stripe Payment Method:
Payment Methods section.Stripe terminals need to be configured to communicate with Odoo.
Connect the Stripe Terminal:
Configure the Terminal in Odoo:
Start a POS Session:
Process a Payment:
Payment.Stripe as the payment method.Complete the Transaction:
By following these steps, you can successfully integrate Stripe with Odoo POS to accept credit card payments through a Stripe terminal. This setup enhances the checkout experience by providing a seamless and secure payment method for customers. If you encounter any issues, refer to Stripe’s documentation or Odoo’s support resources for further assistance.
Let's go through the detailed steps to handle this scenario in Odoo POS for a Domino's Pizza restaurant.
Navigate to the POS Dashboard:
Point of Sale > Dashboard.Start a New Session:
New Session to start a new POS session.Set the Opening Cash:
Start Session.Receive Order:
Register the Order in POS:
Cash on Delivery as the payment method.Cash In $200 Received:
Control button (often depicted as a gear icon or labeled as "Control") in the POS interface.Cash In.Enter Cash In Details:
Confirm Cash In:
Validate to confirm the cash in transaction.Cash Out $50 for Petrol:
Control button again.Cash Out.Enter Cash Out Details:
Confirm Cash Out:
Validate to confirm the cash out transaction.Close Session:
Close in the POS interface to close the session.Reconcile Cash Drawer:
Validate and Close:
Validate Closing & Post Entries.Validate Closing & Post Entries.By following these steps, you have successfully managed cash in and cash out operations in Odoo POS for a Domino's Pizza restaurant. The operations included setting an opening cash float, recording a cash on delivery order, performing cash in for the received payment, and performing cash out for a petrol expense. Finally, you reconciled the cash drawer at the end of the session to ensure all transactions were accounted for.
Cash on Delivery.This detailed example illustrates how to handle cash in and cash out operations in Odoo POS using a real-world scenario from a Domino's Pizza restaurant.
In pos product management we can handle products, product Variants, Product combo, POS product categories, Attributes
Here we can create our new product by clicking on new button
Fill the essential details such as Product Name,Product Type, Product Category, Sales Price, Cost, etc.
If you want to create new category in products then we can go to Point of Sales -> configuration -> pos product categories
Create new category by clicking on new button
Set Category name, Parent Category, Image of the Category and Sequence.
Here i am creating new product category which is Tea , for example i want to add product inside this category then we need to set category from the product -> Sales -> Point of sale
First create a Product combo from Point of sale -> Products -> Product Combos
after that click on new button to create new product combo
after that just create a new product from Point of sale -> Products and in Product type field select combo and inside combo choice notebook add chai combo which we have created in Product Combos.
Click on Customer
Customer Creation and Management:
New Customer Creation: During a POS transaction, if a customer does not exist in the system, you can quickly create a new customer profile directly from the POS interface. This includes capturing basic details such as name, contact information, and optionally, additional fields you may configure.
Existing Customer Selection: If the customer is already registered in the Odoo database, you can easily select them from a list or search by name, email, or other identifiers.
Customer Information and Preferences:
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View and Edit Details: Once a customer is selected or created, you can view their details directly within the POS interface. This includes their contact information, purchase history, loyalty points (if enabled), and any special notes or preferences.
Edit Customer Information: Users with appropriate permissions can edit customer information such as contact details or add notes relevant to the customer relationship.
Loyality Programs
Here we need to enable Promotions, Coupons, Gift Card & Loyalty Program from settings which is available i configuration
Integration with Loyalty Programs: Odoo POS supports loyalty programs where customers can earn points based on their purchases. These points can later be redeemed for discounts or other rewards.
Earn and Redeem Points: During transactions, customers’ loyalty points are updated automatically based on their purchases. Customers can also redeem points directly from the POS interface if they have accumulated enough points.
Sales History and Analytics:
Purchase History: The POS system in Odoo maintains a record of each customer’s purchase history, which helps in understanding their buying patterns and preferences.
Analytics and Reporting: Odoo provides various analytics and reporting tools that can analyze customer data, such as sales trends by customer, average order value, and more. This helps in making informed decisions regarding customer engagement and marketing strategies.
Starting a New Order:
Adding Products to the Order:
Applying Discounts or Promotions:
Customer Interaction:
Payment Processing:
Order Review and Confirmation:
Generating Receipts:
Integration with Backend Processes:
Handling Refunds and Exchanges:
Reporting and Analytics:
Security and Compliance:
By following these steps, Odoo’s POS module streamlines the entire order processing workflow, ensuring efficiency, accuracy, and a positive customer experience in retail environments.
Let's walk through an example to illustrate how payment handling works in Odoo's Point of Sale (POS) module:
Starting the Transaction:
Adding Products:
Choosing Payment Method:
Processing Payment:
Payment Authorization:
Confirmation and Receipts:
Handling Split Tenders (Optional):
Integration with Backend Systems:
Refunds and Returns:
In this example, Odoo's POS module efficiently handles the entire payment process, from selecting items to completing the transaction and ensuring seamless integration with backend operations for accurate reporting and customer satisfaction.
list of key models used in the Odoo POS (Point of Sale) system, along with a brief description of each. These models cover the main aspects of the POS workflow, including session management, sales orders, payments, inventory movements, and more.
pos.session
pos.order
pos.order.line
pos.payment
account.journal
stock.picking
stock.move
stock.picking.product.product
product.template
res.partner
pos.config
res.users
account.move
pos.payment.method
pos.category
pos.cashbox
pos.config
POS Session Management
pos.sessionOrder Processing
pos.orderpos.order.linePayment Handling
pos.paymentInventory Management
stock.pickingstock.moveProduct Management
product.productproduct.templateCustomer Management
res.partnerFinancial Accounting
account.moveaccount.journalPayment Methods
pos.payment.methodPOS Configuration
pos.configBy utilizing these models, the Odoo POS system ensures that all necessary data is accurately recorded, processed, and transferred across different functional areas, enabling seamless operation from sales to inventory management and accounting.